See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,633 | $167,484-55.4% | $151,611-50.8% | $134,475-44.5% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -9.84% | 7.80%-17.6pp | 3.33%-13.2pp | 417.96%-427.8pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,143 | $8,986-42.8% | $8,363-38.5% | $6,400-19.6% |
| Admin fee / account holder | $1,315 | $13,783-90.5% | $11,616-88.7% | $11,426-88.5% |